Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
22,733
shares
|
$2.51 Million
0.08% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
22,615
shares
|
$2.49 Million
0.53% of portfolio
|
Q1 2025
Added 52.81%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
22,442
shares
|
$2.48 Million
1.7% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
22,400
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
22,308
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
22,254
shares
|
$2.46 Million
0.56% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,197
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 54.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,703
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
21,624
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,325
shares
|
$2.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,247
shares
|
$2.34 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
21,237
shares
|
$2.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
21,068
shares
|
$2.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
21,005
shares
|
$2.32 Million
0.41% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
20,965
shares
|
$2.31 Million
1.47% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
20,907
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
20,481
shares
|
$2.26 Million
0.79% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
20,424
shares
|
$2.25 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
20,381
shares
|
$2.25 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
20,264
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2025
Added 153.71%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
20,198
shares
|
$2.23 Million
0.71% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
19,842
shares
|
$2.19 Million
0.37% of portfolio
|
Q2 2025
Added 139.52%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
19,723
shares
|
$2.18 Million
0.08% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
19,693
shares
|
$2.17 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,444
shares
|
$2.15 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.87%
|